Kevin L Schneider

Employer firm

Bfc Planning, Inc. CRD 119682

$3.84B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 10/2016
  Wells Fargo Advisors Llc
  Stockton, CA
• 01/2017 → 02/2017
  Financial Services International Corp
  Edmonds, WA
• 02/2017 → Present
  Berthel Fisher & Company Financial Services, Inc.
  Stockton, CA
• 02/2017 → Present
  Bfc Planning, Inc.
  Stockton, CA

Previous Registrations

• 2003-07-01 → 2016-11-11
  Wells Fargo Clearing Services, Llc
  Stockton, CA
  Stockton, CA
  Stockton, CA
• 1997-07-08 → 2003-07-01
  Prudential Equity Group, Llc
  Stockton, CA

Other Businesses

1.Schneider Asset Management, LLC-Y-Stockton, CA-Financial Services-Registered Representative-02/2017-100-5-Sales & Services of Financial Services products 2.Rental Property-N-Stockton, CA-Property Rental-Property Manager-02/2010-1-1-Single family home rental property 3.Schneider Asset Management, LLC (Insurance)-N-Stockton, CA-Insurance-Representative-02/2017-100-5-Insurance Sales 4.Elouise Schneider Rev Living Trust-N-Stockton, CA-Supervision of Trust-Trustee-04/2015-0-0-Management/Supervision of mothers trust. 5.San Joaquin Estate Planning Council-N-Stockton, CA-Estate Planning-Member-11/2018-5-0-Organization consisting of attorneys, CPAs, Financial Planners and other professionals involved in estate planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-01-10
• S63 Uniform Securities Agent State Law Examination
  1991-01-09